Enabling a student's CustomCollegePlan account

Each student you work with can be set up with their own student account, which we call CustomCollegePlan. Once logged into their CustomCollegePlan account, students can access To-Do items,  view college lists and college profiles, add ACT/SAT test scores, communicate with you, and more. 

How to enable a student’s CustomCollegePlan account

1. Navigate to the student’s profile page within CollegePlannerPro
2. At the top of the left-most column, find the section titled "CustomCollegePlan Student Access". Click the toggle to enable the student account. Clicking this toggle does not automatically send an invite/email to your student.

Disabled:

Enabled:

In order to enable a Student’s CustomCollegePlan account:

• The student's profile must be Active
• The student must have an email address listed on their profile. You will be prompted to add an email address if one is not listed.

Note that students will not be able to log in until you invite them; see the next section for details.

Sending the student (and - optionally - their parents) CustomCollegePlan access information

For your student to gain access to their CustomCollegePlan account, they must first activate the account by setting up a password. Activation is done through a one-time activation link. To invite the student to activate the account and create their password, click the "Invite" link after enabling the account. No email will be sent immediately; instead, a dialog window will open prompting you to confirm sending the email (and, optionally, copying parents). 

The email invitation looks like this:

If you prefer to invite your student to activate their CustomCollegePlan account within the context of your own email or message, simply copy the activation link from within the Account Settings:

Parent access

Note that, while parents may be copied on the student account invitation email, at this time, there are no separate access credentials for parents wishing to log into CustomCollegePlan. The student must share their own email/password with parents, if desired. Dedicated parent access to CustomCollegePlan is in development in 2025. 

Getting Oriented

Check out our student eBook for a handy guide to pass along to students/parents as they get started navigating the student account. You can send the eBook link in an email, or share it via the Files/Folders section.

Next Section: College Lists